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Heat Recruitment Ltd
Hellesdon
A highly-respected financial planning practice in Norwich are looking to grow their established support team by adding an IFA Administrator / Paraplanner. The role would be a hybrid administrative / technical position with a plethora of responsibilities. The incoming individual would not be expected to be proficient in every area and as such train
Job Source: Heat Recruitment LtdService Service
Norwich
My client is looking for an experienced Paraplanner to join their established Financial Planning team; this is an excellent opportunity to join a well established team of wealth management and retirement provision, professionals. My client is one of the county’s leading employers, with excellent opportunities for personal and financial development
Job Source: Service ServiceService Service Employment Agency Limited
Norwich
My client is one of the county’s leading employers, with excellent opportunities for personal and financial development and a history of facilitating the growth of their staff; their reputation is second to none. My client is looking for an experienced and qualified Paraplanner/ Technical Planner to join their established Financial Planning team; t
Job Source: Service Service Employment Agency LimitedTodd Hayes Ltd
Norwich
Technical Administrator Our client, a leading independent Oil & Gas operator, is currently seeking a Technical Administrator to join their Integrity Team. This is a full-time, 12-month contract position based in the Norwich office, working Monday to Friday. The primary responsibilities of the Technical Administrator are processing purchase requisit
Job Source: Todd Hayes LtdTodd Hayes Ltd
Norwich
Technical Administrator Our client, a leading independent Oil & Gas operator, is currently seeking a Technical Administrator to join their Integrity Team. This is a full-time, 12-month contract position based in the Norwich office, working Monday to Friday. The primary responsibilities of the Technical Administrator are processing purchase requi
Job Source: Todd Hayes LtdTodd Hayes Ltd
Norwich
Technical Administrator Our client, a leading independent Oil & Gas operator, is currently seeking a Technical Administrator to join their Integrity Team. This is a full-time, 12-month contract position based in the Norwich office, working Monday to Friday. The primary responsibilities of the Technical Administrator are processing purchase requi
Job Source: Todd Hayes LtdTechnique Recruitment Solutions
Great Yarmouth
Technique Recruitment solutions are working as a recruitment agency in collaboration with our Great Yarmouth, Norfolk based client, who are a specialist manufacturer based in Norwich. They have an opportunity for a new temporary Technical Administrator role, to join their existing team, office location based in Great Yarmouth, Norfolk. JOB DESCRIP
Job Source: Technique Recruitment SolutionsService Service
Norwich
My client is a reputable and well established wealth management firm with offices east of Norwich. At present my client is looking to add an experienced Paraplanner to complement their team of existing professionals, this role is to support one of my clients Directors as well as act as a mentor to other aspiring financial services professionals wi
Job Source: Service ServiceNorwich
Are you an experienced Paraplanner looking for your next role, well look no further.
My client is a Norwich based chartered firm who have been providing advice to Norfolk and the surrounding counties for over fifty years and you can become part of their success by supporting their adviser as a Technical Analyst.
Summary of duties
You will work as part of the support team integrating with Financial Planners and Administrators to provide clients with a welcoming, efficient, professional and effective client service, with a high focus on quality and accuracy adhering to TCF and Consumer Duty principles at all times.
Key responsibilities
You will research and collate the relevant quantitative information required to compile wealth
management and financial planning reports based on meeting notes, fact find data and
Financial Planner instructions.
You will be proficient in the use of cash flow planning tools (Truth/Voyant).
You will discuss client needs and objectives with the relevant wealth manager and undertake research to identify suitable solutions to meet a client’s needs and objectives.
You will complete tax calculations for withdrawals for capital gains tax, inheritance tax and bond
You will prepare information and recommendations to support the client review for analysis by a
Financial Planner.
You will maintain client records and data accurately and efficiently in accordance with both company
and FCA rules and requirements.
You will keep up-to-date with new product, technical and legislative changes.
You will effectively manage the day-to-day work through the company’s workflow system, working to timescales as defined within company procedures, holding regular meetings with relevant
Financial Planners and Administrators to discuss workloads and priorities.
You will provide training to other members of the team, providing guidance in relation to day-to-day
working practices, training and technical support.
You will have a working knowledge of the Administrator role in relation to understanding processes and procedures relating to the monitoring of new business, preparation of client meeting packs and
valuations, submission of client transactions, sending of letters of authority, calculation of fees
and raising client invoices.
You will carry out other general administration duties as assigned.
Role requirements
Hold or working towards Diploma in Financial Planning or Diploma in Regulated Financial
Planning (or equivalent)
Minimum 5 years’ industry experience
Knowledge and skills
Good inter-personal skills, both written and verbal
Ability to work independently and as part of a team
Good report writing skills
Good numeracy skills with close attention to detail
Excellent organisation skills with experience of working to deadlines
Good understanding of FCA ethics, rules and requirements
Good knowledge of investments, pensions and protection plans as well as other financial products
and financial planning tools.
High level of technical experience
Able to demonstrate an adaptable/flexible approach to work within a changing environment
Experience of using Intelligent Office (IO) (Desirable)
Benefits
- 10% pension contribution
- 4 x death in service
- Bupa cash plan, covers medical prescription costs etc.
- 21 days holiday + BH, increases incrementally following 2 years’ service to a maximum of 27 days
- Support with professional qualifications
- Flexibility on working hours and some working from home, subject to a satisfactory probation period.
Technical Administrator / Paraplanner jobs in Norwich
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